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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION2+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $211,902 |
HUMAN RESOURCES INC2+ years Service code 14 · EIN 52-1665523 | Plan Administrator | $70,031 |
SLAVIC INTEGRATED ADMINISTRATION2+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $61,163 |
HARBOR2+ years Filed as: HARBOR INVESTMENT ADVISORY, LLC Service code 26 2330 WEST JOPPA ROAD · LUTHERVILLE, MD 21093 | Advisory (Participants) | $54,208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,058 | $85,635-54.4% | $123,894-68.5% | $63,975-38.9% |
| Participation rate | 65.4% | 74.9%-9.5pp | 81.4%-16.0pp | 71.1%-5.7pp |
| Annual return | -0.25% | 15.74%-16.0pp | 47.52%-47.8pp | 48.65%-48.9pp |
| Employer contribution / active EE | $3,105 | $3,076+0.9% | $4,617-32.8% | $2,182+42.3% |
| Participant deferral / active EE | $2,549 | $5,667-55.0% | $5,984-57.4% | $3,356-24.1% |
| Admin fee / account holder | $367 | $75+389.3% | $8,357-95.6% | $70+420.4% |